Bare Financial Services’s OneAscent International Equity ETF OAIM Stock Holding History

Bare Financial Services’s Portfolio OAIM Stock Details OAIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.8K	Buy	+309	New	+$14.4K	﹤0.01%	417

Other funds holding OAIM

OFS

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

OWM

OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OFO

OneAscent Family Office Birmingham, Alabama $198M AUM 34.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Bare Financial Services's OAIM Position: Q2 2026 in Review

Bare Financial Services opened a new position in OneAscent International Equity ETF (OAIM) in Q2 2026: 309 shares worth $14.8K. The stake represents ﹤0.01% of the portfolio and ranks #417 among its holdings.

52 funds tracked by Wall St. Rank hold OAIM as of Q2 2026.

Bare Financial Services held 309 shares of OneAscent International Equity ETF worth $14.8K as of Q2 2026.
OneAscent International Equity ETF was a new Bare Financial Services position in Q2 2026.
OneAscent International Equity ETF made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #417 holding.
52 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.